See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,040 | $88,710+188.6% | $81,783+213.1% | $145,959+75.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.86% | 1027.26%-1016.4pp | 775.05%-764.2pp | 561.95%-551.1pp |
| Employer contribution / active EE | $7,328 | $3,083+137.7% | $2,913+151.6% | $4,661+57.2% |
| Participant deferral / active EE | $9,989 | $4,645+115.0% | $4,320+131.2% | $6,689+49.3% |
| Admin fee / account holder | $1,313 | $8,407-84.4% | $7,380-82.2% | $13,398-90.2% |